Agents
Agents, before the channel.
Every channel hands its conversations to an agent. These guides cover the agent on its own: how it is built, what it is told, what it knows, and how to check it before it is put to work.
Everything in this section
Build your first agent in one conversation Tell Octo what the agent is for, answer two or three questions, read its instructions, and say yes. Where to start, the one question Octo will not guess, what comes back, and where each piece lands on the agent page. Teach it what to say and how to behave The instructions an agent follows on every reply, the greeting it opens with, and the use case that can turn it into a questionnaire. Where each one lives on the agent page, how to write them so the agent follows them, and how to change them by asking Octo. Give it your business knowledge Crawl your website, upload the documents you already have, and paste what only lives in your head. Where the agent's knowledge base is, how to write it so the right passage is found, and how to keep it accurate. Test it before your customers do The test chat, the mic test, a call to your own phone, a call into the agent's number, and a simulated call you steer from Octo. What each one proves, what it needs, and the loop for fixing what you find. Put it to work Put the agent on your website, phone number, WhatsApp or email from its Channels tab, or by asking Octo. Who answers a channel and who can send from it, the disclosure callers hear, the on/off switch, and what to check when it isn't answering.